The Finish later option allows the signer to save the document in its current state and to continue filling it out at a future time.
Note: The Finish Later option will be visible unless the setting Disable Finish Later option on Signers Page is enabled.
This article covers the following topics:
Saving a document to finish later
When the signer clicks on the View & sign document button found in the signature request email, they are directed to the signing interface. At any time during the signing process, the signer may click the three-dot menu in the upper-right corner to open the menu, and select the Finish Later option.
A notification will appear confirming that the document has been saved.
The signer will then be taken to a web page with a link they can use to continue the signing process at a later time.
Resuming a saved signature request
The signer has two options to open the saved document:
- Pressing the Click here link in the web browser.
- Opening the signing request email and clicking on the View & sign document button.